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Jan 22, 2013
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john, thank you. great talking to you. >> thanks, becky. >> right now let's get some more from our guest host today dinakar singh, founder and ceo of tpg-axon capital. we talked about your broad views on things. how this is going to be a little more difficult of a year. you're not going to see all the averages rise the way they did last year, perhaps. but, you do focus very specifically on some areas and some stocks that you think are going to be great areas. you already talked a little bit about health care. what are some of the other stocks that you hold? media stocks? >> yeah, so, i think like as you said i think this is a very good stock picking environment because when you're focused on whether we're going to be crashing or soaring what happens in between matters a lot. after all the adrenaline it seems like things are getting focused on bought up line and microstocks. for us i think when you look around the world first, if you can find cash glow that's not overvalued and a low rate world it's wo
john, thank you. great talking to you. >> thanks, becky. >> right now let's get some more from our guest host today dinakar singh, founder and ceo of tpg-axon capital. we talked about your broad views on things. how this is going to be a little more difficult of a year. you're not going to see all the averages rise the way they did last year, perhaps. but, you do focus very specifically on some areas and some stocks that you think are going to be great areas. you already talked a...
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Jan 23, 2013
01/13
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john hairing. basically a semantic of mobile phones. is that the best way to say it? >> one way to say it. our goal is to be a global company and the shifts and threats are different. >> first, how old are you? you look very young. >> 29 years old. >> you raised how much money? sn>> $75 million. >> you are trying to get us to the next big threat. >> it's the center point of your life and knows more about you than any. >>> have an iphone and blackberry. others have androids. are there a lot of viruses going around already? >> what we found is that it depends on the platform. there are attacks grow iing especially more advanced pla platforms and are security threats that have emerged. >> is this a regular update i have to subscribe to this? >> we use big data to solve security problems by leveraging the collective intelligence of all the users of our service, 30 million around the world. >> how did you come up with this idea? >> we started at the university of southern california as college and security researchers and found security and vulnerable researchers hangeded
john hairing. basically a semantic of mobile phones. is that the best way to say it? >> one way to say it. our goal is to be a global company and the shifts and threats are different. >> first, how old are you? you look very young. >> 29 years old. >> you raised how much money? sn>> $75 million. >> you are trying to get us to the next big threat. >> it's the center point of your life and knows more about you than any. >>> have an iphone and...
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Jan 24, 2013
01/13
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you heard what john just said about things. what's your reaction to the numbers last night, and the guidance? >> you know, let's take kind of a step back. yesterday, apple reported operating or cash from operations grew $23 billion. yet after market the stock's down $50 billion. so they added more cash, or you know, it just -- expectations relatio reality, i think, are a little bit out of whack. and certainly is a valuation. but it's still a great company. people still line up for their products. iphone sales up almost 30% year over year. ipad sales up 48% year over year. so you know, the company is still growing. but i think the problem is, outside of expectations is the reality is, apple is slowing. they're still growing but not the same rate that they had been before. so we have this company that investors and the market got used to a hypergrowth apple. last year, apple grew revenues 45% year over year, and earnings grew 60%. this year, if we're right, revenues will grow at 23% and earnings just 11%. so it's still good growt
you heard what john just said about things. what's your reaction to the numbers last night, and the guidance? >> you know, let's take kind of a step back. yesterday, apple reported operating or cash from operations grew $23 billion. yet after market the stock's down $50 billion. so they added more cash, or you know, it just -- expectations relatio reality, i think, are a little bit out of whack. and certainly is a valuation. but it's still a great company. people still line up for their...
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Jan 29, 2013
01/13
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john taylor, not the hedge fund john taylor but the former appreciatory under secretary. stanford say the says holding back the economy, the federal reserve is holding back the economy. >> steve liesman will be along at 7:30 eastern. i don't think he would buy into that. we will be here with the release of cnbc's exclusive fed survey. and from the better late than never file, the senate has approved the long delayed $50.5 billion aid package for the vikt manies of superstorm sandy. the approval comes three months after the storm ravaged the east coast destroying thousands of homes and is business in new york and connecticut and new jersey. nine republicans joined democrats in voting yes on the measure. now president obama must sign it into law, which he is expected to do. senate leaders held up the aid and for wrangling' over the new rules, filibusters and some pork in there and all kinds of stuff. andrew asked me today -- i love this. is it okay to wear a jacket? it's fine to wear a jacket when you want to because of -- he goes, look, this shirt needs a jacket. that begs
john taylor, not the hedge fund john taylor but the former appreciatory under secretary. stanford say the says holding back the economy, the federal reserve is holding back the economy. >> steve liesman will be along at 7:30 eastern. i don't think he would buy into that. we will be here with the release of cnbc's exclusive fed survey. and from the better late than never file, the senate has approved the long delayed $50.5 billion aid package for the vikt manies of superstorm sandy. the...
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Jan 25, 2013
01/13
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john melios. or john. >> john is okay. >> so, alexis who scared everybody is trying to change his image. met with stroible of germany. how's it going? >> it's going well. he is not someone to be scared about. he's a politician who says the obvious. that in europe, and especially in greece, we need change. we need to move away from austerity. austerity creates a lot of unemployment, is a negative spiral of recession, more austerity, more recession. and so nowadays in greece, we have 26% of the workforce being unemployed. >> right. >> and this percent is more than 50% among the -- >> you know what, a lot of economists around the world would say, though, the solutions that you want would also lead to higher unemployment, because you don't want to necessarily lower wages, or lower the minimum wage. you want to keep union control in place, and so things that make greece -- greek very uncompetitive in the world market. they're more expensive relative to other potential employers around the world. >> hav
john melios. or john. >> john is okay. >> so, alexis who scared everybody is trying to change his image. met with stroible of germany. how's it going? >> it's going well. he is not someone to be scared about. he's a politician who says the obvious. that in europe, and especially in greece, we need change. we need to move away from austerity. austerity creates a lot of unemployment, is a negative spiral of recession, more austerity, more recession. and so nowadays in greece, we...
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Jan 28, 2013
01/13
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watches ow "squawk box." >> john wedging was, by the way, remarkable. did you know he used to work at bcg? >> no. >> yeah. a wall street consultant who turns into a musician. so, anyway -- >> a long time ago. >> and all the hookers that you spoke to were also cnbc viewers or something? >> no, they were not. they were -- yes, they were cnbc viewers. >> you're sure? how did you know? what is -- i don't see how this whole thing played out and where you got -- >> it's a much longer story that probably needs to be explained not at the top of the show. >> were you embarrassed when they said -- and you said, oh, i'm so sorry? all right. go ahead. >> he is right but but there's optimism -- >> i'm married with chirp. >> that's the whole point. that's why i don't even understand how this happened. >> like he was talking about, all this optimism is fueling what's happening in the markets. by the way, this is the best pace for january that we've seen in 24 years. you have to go back to 1989 and that's when the dow was actually up by 8%. the dow is within 268 points
watches ow "squawk box." >> john wedging was, by the way, remarkable. did you know he used to work at bcg? >> no. >> yeah. a wall street consultant who turns into a musician. so, anyway -- >> a long time ago. >> and all the hookers that you spoke to were also cnbc viewers or something? >> no, they were not. they were -- yes, they were cnbc viewers. >> you're sure? how did you know? what is -- i don't see how this whole thing played out and...